R&F Capital Advisors’s Duke Energy DUK Stock Holding History

R&F Capital Advisors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,318	Closed	-$258K	–	713
2016 Q4	$258K	Buy	+3,318	New	+$254K	0.09%	340

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

R&F Capital Advisors's DUK Position: Q1 2017 in Review

R&F Capital Advisors sold out of Duke Energy (DUK) in Q1 2017, closing a stake of 3,318 shares — an estimated $258K sold.

R&F Capital Advisors first reported a position in DUK in Q4 2016 and held it in 1 quarter. The position peaked at $258K in Q4 2016. 1,213 funds tracked by Wall St. Rank hold DUK as of Q1 2017.

R&F Capital Advisors reported no remaining Duke Energy position as of Q1 2017 after selling out during the quarter.
R&F Capital Advisors sold 3,318 Duke Energy shares in Q1 2017, an estimated $258K.
R&F Capital Advisors first reported a position in Duke Energy in Q4 2016 and held it in 1 quarter.
R&F Capital Advisors's Duke Energy position peaked at $258K in Q4 2016.
1,213 funds tracked by Wall St. Rank held Duke Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.